13F Filings History of SYNTAX RESEARCH, INC.
- Latest 13F filing
- Q1 2026 - 24 Apr 2026
- Latest reported 13F value
- $157,149,013
- Largest 13F holdings
-
IVV IEF VLUE AAPL SHY LQD NOBL SPY GOOG IJH AVGO IJR
+8 more
MSFT PLD FCX USMV ACWX ANET TTWO PANW - Form 13F summary
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- SYNTAX RESEARCH, INC. Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- SYNTAX RESEARCH, INC. reported 173 equity holdings with a total reported market value of $157,149,013 for Q1 2026. Top reported holdings included IVV, IEF, VLUE, AAPL, and SHY.
- Manager signature
- Sandeep Sharma - Principal
- Manager location
- Boca Raton, FL
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q1 2026
Latest value
$157,149,013
Quarter delta
-$4,985,670
Accepted
24 Apr 2026, 16:34
Rows shown
1-11 of 11
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 173 | $157,149,013 | +$15,865,212 | -$17,907,707 | -$2,042,495 | IVV, IEF, VLUE, AAPL, SHY | 13F-HR | 24 Apr 2026, 16:34 |
| Q4 2025 | 172 | $162,134,683 | +$14,972,471 | -$13,571,424 | +$1,401,047 | IVV, IEF, VLUE, AAPL, SHY | 13F-HR | 02 Feb 2026, 09:26 |
| Q3 2025 | 172 | $155,576,325 | +$17,128,030 | -$13,479,619 | +$3,648,411 | IVV, VLUE, IEF, AAPL, SHY | 13F-HR | 04 Nov 2025, 13:39 |
| Q2 2025 | 170 | $140,798,431 | +$23,021,364 | -$35,271,048 | -$12,249,684 | IVV, VLUE, IEF, SHY, AAPL | 13F-HR | 21 Jul 2025, 08:36 |
| Q1 2025 | 175 | $144,839,625 | +$20,444,587 | -$14,922,914 | +$5,521,673 | IVV, SHY, VLUE, AAPL, IEF | 13F-HR | 07 May 2025, 08:56 |
| Q4 2024 | 183 | $139,456,922 | +$18,937,104 | -$21,683,467 | -$2,746,363 | IVV, VLUE, AAPL, SHY, ACWX | 13F-HR | 11 Feb 2025, 15:32 |
| Q3 2024 | 189 | $147,821,672 | +$37,221,387 | -$23,133,130 | +$14,088,257 | IVV, VLUE, SHY, AAPL, ACWX | 13F-HR | 17 Dec 2024, 18:06 |
| Q2 2024 | 174 | $126,435,904 | +$10,439,830 | -$17,552,829 | -$7,112,999 | SHY, IVV, VLUE, AAPL, ACWX | 13F-HR | 23 Jul 2024, 19:45 |
| Q1 2024 | 170 | $130,969,919 | +$15,568,149 | -$3,172,773 | +$12,395,376 | SHY, IVV, VLUE, IJH, SPY | 13F-HR | 06 May 2024, 18:54 |
| Q4 2023 | 175 | $119,476,808 | +$4,394,437 | -$22,419,161 | -$18,024,724 | SHY, IVV, VLUE, AAPL, IJH | 13F-HR | 30 Jan 2024, 16:07 |
| Q3 2023 | 178 | $123,480,743 | $0 | $0 | $0 | IVV, SHY, VLUE, ACWX, IJH | 13F-HR | 14 Nov 2023, 10:24 |